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Martin Shkreli was sentenced to seven years in prison today after being found guilty by a jury of his peers of securities fraud last summer. To me, the sentence looks like overkill relative to the way that financial crimes are consistently perpetrated, settled and brushed off on Wall Street on a daily basis. I touched on […]

The front page of Nagpur Today – an Indian news website – is running with the headline that the “FDA raids Herbalife”: A full version of the article can be read here and includes the following ominous statements, when translated using Google: Nagpur: Keeping mushrooming of nutritional supplement retailers and their dubious activities of dangling […]

On Friday, QTR was given two new nuggets of information about our friends over at Herbalife. The first was that according to a source close to the matter, the company’s EVP of Finance in China has left the company. This is unconfirmed by QTR so far, though I have had a second source echo that […]

Just weeks after issuing its guidance and “beating” estimates that would have missed estimates issued a couple of short quarters ago, Scott Wapner at CNBC reports that Herbalife is set to lower its sales guidance before market open tomorrow, Monday morning. Wapner’s exclusive, out late Sunday night, stated: Herbalife will lower its sales outlook for the […]

To open and “set the mood”, read this excerpt from Herbalife’s most recent 10-K filing. “The loss or departure of any member of our senior management team could adversely impact our Member relations and operating results. If any of these executives do not remain with us, our business could suffer. Also, the loss of key personnel, […]

This morning it crossed the wires that Herbalife’s President of Operations in China, Jerry Li, has “suddenly” hit the road. He had been at Herbalife for a decade: Heres a link to the Chinese media article: http://www.cs.com.cn/xwzx/201705/t20170523_5294672.html And the original article: Here’s is a translation of the Chinese article: This comes just days after Herbalife […]

Quoth the Raven Research continues to believe Herbalife is a strong sell with downside of more than 46.3% before the end of 2017 and further downside in following quarters The potential impact of a coming nation-wide documentary has been significantly underestimated and may cause an unprecedented public relations nightmare for the company that it may […]

I find something very weird about Herbalife’s new joint venture with Tasly Holding Group. Mostly, it just doesn’t make any sense. I’m not an expert in the products that Tasly offers nor am I an expert on how these two companies plan on hammering out this joint venture, but from what I learned in the press release […]

Tonight Mallinckrodt put out a press release trying to “clear the air” about Acthar, a drug that QTR has been very critical of (see this article and these articles) over the last few years. One of the controversies surrounding Acthar is that it doesn’t have any documented randomized clinical trials that support its effectiveness in any other […]

Herbalife has just admitted in a disclosure filed hours ago that it is still being investigated by the Securities and Exchange Commission and the Department of Justice. Even worse for Herbalife is the fact that the investigation seems to have narrowed in on the company’s largest and fastest growing market: China. These are two ongoing investigations […]